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  • November 2015
  • End of Year Tax Planning Tips:

    The holidays can be a busy time of year and before we know it it’s JANUARY!  When I meet with tax clients during tax season for a consultation they sometimes forget the year end opportunities to save on their tax burden. Here are just a couple of tips: Make charitable contributions either with cash or […]

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  • Changing CPAs!

    So you have decided to switch CPAs for this upcoming tax season. Well here are a couple of do’s and don’ts: Don’t wait until tax season to make the switch. The 4th quarter is a great time to interview CPAs before it is CRUNCH TIME! Ask friends and  family members for a referral. Interview at […]

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